Skill Sharpeners

Exercise 1:  Answer General Questions

A patient calls and wants to know the balance on her account. She also wants to know if her last payment was received.

To help the patient:

  1. Select View PhoneCenter on the Power bar. The Phone Center window is displayed.

  2. Type the first three letters of her name in the Find field. The Phone Center window is displayed with the record of the patient selected.  Account information is displayed in the Account/Family Information section of the window.

Exercise 2:  Check Insurance Benefits

A patient calls and wants to know what insurance benefit, if any, remains for her daughter this year.

To find out information about insurance for a patient:

  1. Select View PhoneCenter on the Power bar. The Phone Center window is displayed.

  2. Type her name in the Find field. The Phone Center window is displayed with the record of the patient.

  3. Select the patient, and click Insurance Info. The Patient Guarantor window for her is displayed. Her deductible and unused benefits for her primary dental insurance are displayed.

  4. Click OK. The Phone Center window is displayed.

  5. Click Close.

Exercise 3:  Work with Prescriptions

A patient calls and tells you she is in a great deal of pain. She needs a prescription. The doctor calls in a prescription for Vicodin. You need to record this.

To add this prescription for the patient:

  1. Select View PhoneCenter on the Power bar. The Phone Center window is displayed.

  2. Find and select the patient in the Phone Center Patient List window.

  3. Click Prescription at the bottom of the window. A blank Prescriptions for window is displayed.

  4. Click Prescribe Drug on the toolbar at the top of the window. The Add a Prescription window is displayed.

  5. Click the Drug ID drop-down list. The Drug List window is displayed.

  6. Type VIC in the Find field, and press Enter. Vicodin is highlighted.

  7. Double-click Vicodin. The Add a Prescription window is displayed again, but now the fields are populated.

  8. Click OK. The Prescriptions for window is displayed.

  9. Fill in any fields, if necessary, and click OK. The Prescription Options window is displayed.

  10. Select Call Preferred Pharmacy and click OK. The Pharmacy Phone Numbers window is displayed, which contains the phone number of the patient’s pharmacy.

  11. Click Close. The Pharmacy Phone Numbers window is displayed, and a message asks if you want to log a contact for the call.

  12. Click Yes. The Contacts for window is displayed.

  13. In the Re field, type Called in prescription. Type your initials in the By whom field.

  14. Click OK. The Prescriptions for [patient’s name] window is displayed.

  15. Click Close.

 

Related Topics

Information Button

Insurance Info Button

Scheduling Button

Prescription Button

Contacts Button

New Patient Button

Transactions Button